Baron Wealth Management LLC
Sector Allocation
- Other52.9%$204.0M
- Technology15.2%$58.7M
- Industrials8.6%$33.3M
- Financials8.2%$31.7M
- Consumer Discretionary5.3%$20.3M
- Healthcare3.7%$14.1M
- Consumer Staples1.9%$7.1M
- Materials1.7%$6.4M
- Energy1.1%$4.3M
- Communication Services0.7%$2.6M
AUM History
13fpro.ai/research/fund/baron-wealth-management-llc-1968507
Conviction and streaks
Stable · top 10 = 53.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- ISHARES$61.8M
- MFS$32.3M
- FRANKLIN$32.0M
- ISHARES$24.0M
AAPL
$16.0MSNA
$9.8M- FIRST$9.2M
- VANGUARD$8.7M
SPY
$6.3MRIVN
$5.4MNVDA
$4.7M- VANGUARD$4.7M
- ISHARES$3.9M
MSFT
$3.9MGOOGL
$3.8M- VANGUARD$3.7M
AMZN
$3.7MGOOG
$3.1MJNJ
$2.9M- FIDELITY$2.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/baron-wealth-management-llc-1968507
Baron Wealth Management LLC 13F holdings — Q2 2026
$385.7M portfolio (+15.3% QoQ) · 304 holdings · Q2 2026 13F · top 10 are 53% of the stock portfolio
- 1
ISHARES TR - MSCI USA QLT FCT
$61.8M
16.0% of stocks
+0.4%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
MFS ACTIVE EXCHANGE TRADED F - INTERNATINL ETF
$32.3M
8.4% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
FRANKLIN TEMPLETON ETF TR - INTL COR DIV TIL
$32.0M
8.3% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
ISHARES TR - CORE S&P SCP ETF
$24.0M
6.2% of stocks
-6%This quarter—Since filed—HeldAIQuality—Est. buy— $16.0M
4.1% of stocks
-3%This quarter+10.7%Since filed7+ qtrsHeld$9.8M
2.5% of stocks
No changeThis quarter-12.4%Since filed7+ qtrsHeld- 7
FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF
$9.2M
2.4% of stocks
+14%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
VANGUARD ADMIRAL FDS INC - MIDCP 400 GRTH
$8.7M
2.3% of stocks
+18%This quarter—Since filed—HeldAIQuality—Est. buy— $6.3M
1.6% of stocks
-0.2%This quarter+2.4%Since filed7+ qtrsHeld$5.4M
1.4% of stocks
No changeThis quarter-30.7%Since filed7+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - MSCI USA QLT FCT | $61.8M | 16.0% | +0.4% | — | — | — | — | |
| 2 | MFS ACTIVE EXCHANGE TRADED F - INTERNATINL ETF | $32.3M | 8.4% | +2% | — | — | — | — | |
| 3 | FRANKLIN TEMPLETON ETF TR - INTL COR DIV TIL | $32.0M | 8.3% | +1% | — | — | — | — | |
| 4 | ISHARES TR - CORE S&P SCP ETF | $24.0M | 6.2% | -6% | — | — | — | — | |
| 5 | $16.0M | 4.1% | -3% | +10.7% | 7+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | $9.8M | 2.5% | No change | -12.4% | 7+ qtrs | 62.2#727 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | $9.2M | 2.4% | +14% | — | — | — | — | |
| 8 | VANGUARD ADMIRAL FDS INC - MIDCP 400 GRTH | $8.7M | 2.3% | +18% | — | — | — | — | |
| 9 | $6.3M | 1.6% | -0.2% | +2.4% | 7+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | $5.4M | 1.4% | No change | -30.7% | 7+ qtrs | 34.1#2,350 | Estimated buy price is Pro: unlock with a free trial |
All holdings — Baron Wealth Management LLC (Q2 2026)
304 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | NVIDIA CORP | Technology | $4.7M | 1.2% | 24K | +3% | 7+ qtrs | 86.0 | 13F | |
| 12 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETFetf/fund | — | $4.7M | 1.2% | 20K | +0.1% | — | — | 13F |
| 13 | — | ISHARES TR - S&P 500 GRWT ETFetf/fund | — | $3.9M | 1.0% | 29K | +0.5% | — | — | 13F |
| 14 | MICROSOFT CORP | Technology | $3.9M | 1.0% | 10K | +20% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Alphabet Inc. | Technology | $3.8M | 1.0% | 11K | +3% | 7+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund | — | $3.7M | 1.0% | 52K | +0.2% | — | — | 13F |
| 17 | AMAZON COM INC | Consumer Discretionary | $3.7M | 0.9% | 15K | +3% | 7+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Alphabet Inc. | Technology | $3.1M | 0.8% | 8,661 | -1% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | JOHNSON & JOHNSON | Healthcare | $2.9M | 0.8% | 12K | -2% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | FIDELITY COVINGTON TRUST - ENHANCED LARGE | — | $2.5M | 0.7% | 58K | +38% | — | — | 13F |
| 21 | Broadcom Inc. | Technology | $2.4M | 0.6% | 6,333 | +10% | 7+ qtrsAdded 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | JPMORGAN CHASE & CO | Financials | $2.1M | 0.5% | 6,315 | +3% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $1.9M | 0.5% | 2,538 | — | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | BORGWARNER INC | Industrials | $1.8M | 0.5% | 27K | +1% | 7+ qtrsAdded 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | MICRON TECHNOLOGY INC | Technology | $1.8M | 0.5% | 1,541 | -8% | 6 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $FIVE | FIVE BELOW, INC | Consumer Discretionary | $1.7M | 0.5% | 9,702 | -0.2% | |||
| 27 | $PH | Parker-Hannifin Corp | Industrials | $1.7M | 0.5% | 1,769 | -3% | |||
| 28 | $ADI | ANALOG DEVICES INC | Technology | $1.7M | 0.4% | 4,276 | -5% | |||
| 29 | $CAT | CATERPILLAR INC | Industrials | $1.6M | 0.4% | 1,528 | +5% | |||
| 30 | $V | VISA INC. | Financials | $1.5M | 0.4% | 4,416 | +10% | |||
| 31 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.5M | 0.4% | 13K | +7% | |||
| 32 | $JBL | JABIL INC | Technology | $1.4M | 0.3% | 3,508 | -0.7% | |||
| 33 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.3M | 0.3% | 3,151 | -3% | |||
| 34 | $SAN | Banco Santander, S.A. | Financials | $1.3M | 0.3% | 95K | +2% | |||
| 35 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $1.3M | 0.3% | 2,727 | -2% | |||
| 36 | $WMT | Walmart Inc. | Consumer Staples | $1.3M | 0.3% | 11K | -7% | |||
| 37 | — | ISHARES TR - MSCI EAFE ETF | — | $1.2M | 0.3% | 12K | -0.2% | |||
| 38 | $MS | MORGAN STANLEY | Financials | $1.2M | 0.3% | 5,817 | +2% | |||
| 39 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.2M | 0.3% | 2,384 | +9% | |||
| 40 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $1.1M | 0.3% | 8,953 | +5% | |||
| 41 | $LLY | ELI LILLY & Co | Healthcare | $1.1M | 0.3% | 941 | +5% | |||
| 42 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $1.1M | 0.3% | 15K | +13% | |||
| 43 | $BCS | BARCLAYS PLC | Financials | $1.1M | 0.3% | 41K | +16% | |||
| 44 | — | BNY MELLON ETF TRUST II - DYNAMIC VALUE | — | $1.1M | 0.3% | 32K | +17% | |||
| 45 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.1M | 0.3% | 7,361 | +11% | |||
| 46 | $AEIS | ADVANCED ENERGY INDUSTRIES INC | Technology | $1.1M | 0.3% | 2,883 | +0.2% | |||
| 47 | $CTVA | Corteva, Inc. | Consumer Staples | $1.1M | 0.3% | 12K | +4% | |||
| 48 | $GTX | Garrett Motion Inc. | Industrials | $1.0M | 0.3% | 29K | +5% | |||
| 49 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $1.0M | 0.3% | 1,504 | +0.5% | |||
| 50 | $LIN | LINDE PLC | Materials | $1.0M | 0.3% | 1,928 | +2% | |||
| 51 | $META | Meta Platforms, Inc. | Technology | $1.0M | 0.3% | 1,776 | -12% | |||
| 52 | — | VANGUARD INDEX FDS - VALUE ETF | — | $997K | 0.3% | 4,573 | +0.4% | |||
| 53 | — | ISHARES TR - RUSSELL 2000 ETF | — | $985K | 0.3% | 3,278 | -0.2% | |||
| 54 | — | ISHARES TR - RUS MID CAP ETF | — | $981K | 0.3% | 8,889 | -0.6% | |||
| 55 | $NWG | NatWest Group plc | Financials | $973K | 0.3% | 55K | +15% | |||
| 56 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $966K | 0.3% | 4,380 | -7% | |||
| 57 | $FAST | FASTENAL CO | Industrials | $962K | 0.3% | 20K | -0.2% | |||
| 58 | $USB | US BANCORP \DE\ | Financials | $951K | 0.3% | 16K | +17% | |||
| 59 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $930K | 0.2% | 13K | +13% | |||
| 60 | $ABBV | AbbVie Inc. | Healthcare | $861K | 0.2% | 3,422 | -1% | |||
| 61 | $DB | DEUTSCHE BANK AKTIENGESELLSCHAFT | Financials | $843K | 0.2% | 25K | +0.4% | |||
| 62 | $SPGI | S&P Global Inc. | Financials | $833K | 0.2% | 2,046 | +10% | |||
| 63 | $MA | Mastercard Inc | Financials | $828K | 0.2% | 1,612 | +19% | |||
| 64 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $813K | 0.2% | 1,957 | +38% | |||
| 65 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $812K | 0.2% | 8,860 | +29% | |||
| 66 | $ODFL | OLD DOMINION FREIGHT LINE, INC. | Industrials | $804K | 0.2% | 3,714 | +20% | |||
| 67 | $AMGN | AMGEN INC | Healthcare | $791K | 0.2% | 2,185 | -2% | |||
| 68 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $790K | 0.2% | 1,035 | +14% | |||
| 69 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $778K | 0.2% | 2,103 | New | |||
| 70 | $CBT | CABOT CORP | Materials | $773K | 0.2% | 8,512 | +32% | |||
| 71 | $HEI | HEICO CORP | Industrials | $753K | 0.2% | 2,113 | -0.2% | |||
| 72 | $EFXT | Enerflex Ltd. | Industrials | $748K | 0.2% | 31K | +3% | |||
| 73 | $STRL | STERLING INFRASTRUCTURE, INC. | Industrials | $747K | 0.2% | 890 | -35% | |||
| 74 | $NFLX | NETFLIX INC | Communication Services | $746K | 0.2% | 10K | -12% | |||
| 75 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $717K | 0.2% | 13K | -0.5% | |||
| 76 | $MCO | MOODYS CORP /DE/ | Financials | $705K | 0.2% | 1,557 | +32% | |||
| 77 | — | ISHARES TR - S&P 100 ETF | — | $702K | 0.2% | 1,920 | — | |||
| 78 | $BFH | BREAD FINANCIAL HOLDINGS, INC. | Financials | $701K | 0.2% | 6,466 | +6% | |||
| 79 | $CB | Chubb Ltd | Financials | $697K | 0.2% | 2,044 | +0.1% | |||
| 80 | $JCI | Johnson Controls International plc | Industrials | $687K | 0.2% | 4,705 | +2% | |||
| 81 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $676K | 0.2% | 8,387 | +300% | |||
| 82 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $673K | 0.2% | 4,919 | +0.6% | |||
| 83 | $VOD | VODAFONE GROUP PUBLIC LTD CO | Communication Services | $669K | 0.2% | 51K | +0.2% | |||
| 84 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $664K | 0.2% | 8,040 | -9% | |||
| 85 | $ASML | ASML HOLDING NV | Technology | $662K | 0.2% | 333 | +2% | |||
| 86 | $MGA | MAGNA INTERNATIONAL INC | Industrials | $662K | 0.2% | 10K | +21% | |||
| 87 | $RTX | RTX Corp | Industrials | $644K | 0.2% | 3,394 | +4% | |||
| 88 | $SU | SUNCOR ENERGY INC | Energy | $643K | 0.2% | 12K | +3% | |||
| 89 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $633K | 0.2% | 1,918 | +9% | |||
| 90 | $TSEM | TOWER SEMICONDUCTOR LTD | Technology | $632K | 0.2% | 2,423 | +19% | |||
| 91 | $EMR | EMERSON ELECTRIC CO | Industrials | $620K | 0.2% | 4,333 | -1% | |||
| 92 | $BBVA | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | Financials | $612K | 0.2% | 24K | +7% | |||
| 93 | $BPOP | POPULAR, INC. | Financials | $611K | 0.2% | 3,720 | +0.4% | |||
| 94 | $C | CITIGROUP INC | Financials | $596K | 0.1% | 4,257 | +1% | |||
| 95 | $GLW | CORNING INC /NY | Materials | $588K | 0.1% | 2,303 | +15% | |||
| 96 | $ON | ON SEMICONDUCTOR CORP | Technology | $587K | 0.1% | 6,212 | — | |||
| 97 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $584K | 0.1% | 1,005 | New | |||
| 98 | $GE | GENERAL ELECTRIC CO | Industrials | $579K | 0.1% | 1,548 | +2% | |||
| 99 | $GS | GOLDMAN SACHS GROUP INC | Financials | $571K | 0.1% | 564 | +5% | |||
| 100 | $DHR | DANAHER CORP /DE/ | Healthcare | $566K | 0.1% | 2,971 | +12% | |||
| 101 | — | ISHARES TR - MSCI INTL VLU FT | — | $563K | 0.1% | 13K | +2% | |||
| 102 | $VRSN | VERISIGN INC/CA | Technology | $558K | 0.1% | 2,218 | +31% | |||
| 103 | $CLS | CELESTICA INC | Technology | $554K | 0.1% | 1,519 | +5% | |||
| 104 | $TOL | Toll Brothers, Inc. | Industrials | $540K | 0.1% | 3,279 | +74% | |||
| 105 | $MCD | MCDONALDS CORP | Consumer Discretionary | $534K | 0.1% | 1,976 | +20% | |||
| 106 | $AFL | AFLAC INC | Financials | $531K | 0.1% | 4,528 | +4% | |||
| 107 | $SYK | STRYKER CORP | Healthcare | $522K | 0.1% | 1,658 | +18% | |||
| 108 | $KGC | KINROSS GOLD CORP | Materials | $518K | 0.1% | 22K | +3% | |||
| 109 | $ALL | ALLSTATE CORP | Financials | $509K | 0.1% | 2,141 | +14% | |||
| 110 | $MRK | Merck & Co., Inc. | Healthcare | $504K | 0.1% | 3,920 | -8% | |||
| 111 | $MFC | MANULIFE FINANCIAL CORP | Financials | $504K | 0.1% | 12K | +2% | |||
| 112 | — | ISHARES TR - GLB INFRASTR ETF | — | $492K | 0.1% | 7,394 | +1% | |||
| 113 | $GEV | GE Vernova Inc. | Industrials | $488K | 0.1% | 415 | +9% | |||
| 114 | $VRSK | Verisk Analytics, Inc. | Technology | $488K | 0.1% | 2,716 | +8% | |||
| 115 | $FBP | FIRST BANCORP /PR/ | Financials | $484K | 0.1% | 19K | +22% | |||
| 116 | $AA | Alcoa Corp | Materials | $472K | 0.1% | 9,044 | +0.2% | |||
| 117 | $CTAS | CINTAS CORP | Consumer Discretionary | $466K | 0.1% | 2,739 | +27% | |||
| 118 | $NOW | ServiceNow, Inc. | Technology | $465K | 0.1% | 4,686 | -6% | |||
| 119 | $CNS | COHEN & STEERS, INC. | Financials | $464K | 0.1% | 6,100 | +25% | |||
| 120 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $461K | 0.1% | 1,587 | +18% | |||
| 121 | $CM | CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ | Financials | $459K | 0.1% | 3,995 | +10% | |||
| 122 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $451K | 0.1% | 1,603 | +9% | |||
| 123 | $IMO | IMPERIAL OIL LTD | Energy | $451K | 0.1% | 4,024 | -0.1% | |||
| 124 | $WCC | WESCO INTERNATIONAL INC | Consumer Discretionary | $450K | 0.1% | 1,303 | -2% | |||
| 125 | $TYL | TYLER TECHNOLOGIES INC | Technology | $449K | 0.1% | 1,536 | -15% | |||
| 126 | $DUK | Duke Energy CORP | Utilities | $444K | 0.1% | 3,507 | -1% | |||
| 127 | $MLI | MUELLER INDUSTRIES INC | Materials | $443K | 0.1% | 3,604 | +0.6% | |||
| 128 | $MMM | 3M CO | Healthcare | $439K | 0.1% | 2,714 | -16% | |||
| 129 | $WRB | BERKLEY W R CORP | Financials | $439K | 0.1% | 6,221 | +0.0% | |||
| 130 | $CGAU | Centerra Gold Inc. | Materials | $436K | 0.1% | 27K | -0.4% | |||
| 131 | $KFY | KORN FERRY | Industrials | $433K | 0.1% | 6,497 | +101% | |||
| 132 | $IVZ | Invesco Ltd. | Financials | $423K | 0.1% | 1,989 | — | |||
| 133 | $KMT | KENNAMETAL INC | Industrials | $422K | 0.1% | 12K | +0.7% | |||
| 134 | $WST | WEST PHARMACEUTICAL SERVICES INC | Healthcare | $421K | 0.1% | 1,174 | +2% | |||
| 135 | $INTC | INTEL CORP | Technology | $420K | 0.1% | 3,009 | New | |||
| 136 | $NEE | NEXTERA ENERGY INC | Utilities | $420K | 0.1% | 4,781 | -12% | |||
| 137 | $IVZ | Invesco Ltd. | Financials | $419K | 0.1% | 6,943 | +0.9% | |||
| 138 | $RBA | RB GLOBAL INC. | Industrials | $413K | 0.1% | 3,545 | -0.2% | |||
| 139 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $411K | 0.1% | 1,668 | +7% | |||
| 140 | $MSCI | MSCI Inc. | Financials | $410K | 0.1% | 731 | +32% | |||
| 141 | $HOFT | HOOKER FURNISHINGS Corp | Consumer Discretionary | $409K | 0.1% | 23K | +38% | |||
| 142 | $LII | LENNOX INTERNATIONAL INC | Industrials | $409K | 0.1% | 714 | +13% | |||
| 143 | $CRM | Salesforce, Inc. | Technology | $409K | 0.1% | 2,609 | +2% | |||
| 144 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $407K | 0.1% | 435 | +0.9% | |||
| 145 | $CVX | CHEVRON CORP | Energy | $402K | 0.1% | 2,425 | -7% | |||
| 146 | $IDXX | IDEXX LABORATORIES INC /DE | Healthcare | $400K | 0.1% | 759 | -0.1% | |||
| 147 | $SAIA | SAIA INC | Industrials | $398K | 0.1% | 944 | +2% | |||
| 148 | $APH | AMPHENOL CORP /DE/ | Technology | $397K | 0.1% | 2,254 | -4% | |||
| 149 | $MCK | MCKESSON CORP | Consumer Staples | $397K | 0.1% | 525 | -4% | |||
| 150 | $ADSK | Autodesk, Inc. | Technology | $394K | 0.1% | 2,029 | -3% |
What changed in Q2 2026
Against the previous quarter's 13F: 47 new, 146 added to, 90 trimmed, 22 sold out. Share-count changes; largest moves by dollar size first.
New positions (47)
- VANGUARD INDEX FDS - TOTAL STK MKT$778K
first bought this quarter
$AMDADVANCED MICRO DEVICES INC$584K
first bought this quarter
$INTCINTEL CORP$420K
first bought this quarter
$CCICROWN CASTLE INC.$389K
first bought this quarter
$ADPAUTOMATIC DATA PROCESSING INC$379K
first bought this quarter
$FMSFresenius Medical Care AG$336K
first bought this quarter
+41 more in the Excel export
Added to (146)
- VANGUARD ADMIRAL FDS INC - MIDCP 400 GRTH+18%
now $8.7M
- FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF+14%
now $9.2M
- FIDELITY COVINGTON TRUST - ENHANCED LARGE+38%
now $2.5M
now $3.9M · held 7+ qtrs
- MFS ACTIVE EXCHANGE TRADED F - INTERNATINL ETF+2%
now $32.3M
- VANGUARD INDEX FDS - MID CAP ETF+300%
now $676K
+140 more in the Excel export
Trimmed (90)
- ISHARES TR - CORE S&P SCP ETF-6%
now $24.0M
$RRRRed Rock Resorts, Inc.-78%
now $221K
now $16.0M · held 7+ qtrs
$STRLSTERLING INFRASTRUCTURE, INC.-35%
now $747K · held 7+ qtrs, 2 trims in a row
$SHELShell plc-44%
now $208K
$JOYYJOYY Inc.-29%
now $383K · held 6 qtrs, 2 trims in a row
+84 more in the Excel export
Holdings by quarter
Every 13F Baron Wealth Management LLC has filed, 14 earlier quarters. Pick one to see what it held then.
Is it too late to follow Baron Wealth Management?
Q2 2026 13F filed with the SEC on Jul 7, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Baron Wealth Management's top 20 holdings: 71/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-0.1%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 17% over the last 4
Top 10 weight
53%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
84%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Baron Wealth Management LLC disclosed 304 positions worth $385.7M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 47 new positions and exited 22 and a full exit from $F. The portfolio is most concentrated in Other (52.9% of disclosed assets). All figures are sourced directly from Baron Wealth Management LLC’s Form 13F-HR filing with the SEC under CIK 1968507.
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AI-Powered Hedge Fund Analysis: Baron Wealth Management LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Baron Wealth Management LLC (SEC CIK: 1968507), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Baron Wealth Management LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.